Research Briefing
Canada's economy has now likely fallen into the recession that we have long been expecting. Key imbalances – highly indebted...
Consumer spending
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Research Briefing
We have upgraded our forecasts for the Stockholm economy in 2023 as a result of a stronger than expected national...
Research Briefing
Supply chain stress has eased significantly despite resilient consumer and business spending, a reassuring development for the inflation outlook.
Consulting Report
The UK Government's Autumn 2022 Growth Plan examined the potential reintroduction of tax-free shopping for non-EU27 and extending the scheme...
Research Briefing
Supply chain stress eased in April, which will put downward pressure on goods prices and allow the Fed to pause...
Research Briefing
We forecast small increases in economic activity across nearly all UK nations and regions this year, with London in the...
Consulting Report
To understand how organizations are staying ahead of changing consumer behavior, Oxford Economics and SAP surveyed 500 Chief Digital Officers,...
The late December announcement of China’s intention to re-open its borders for travel took the international community by surprise, with...
Research Briefing
Our indicators suggest global economic sentiment is improving despite the impact of higher interest rates, geopolitical uncertainty, and the squeeze...
Research Briefing
Spring festival spending data showed consumer spending in China clearly now on an uptrend, but as we've argued before, this will not last.
Research Briefing
We expect the UK economy to be in recession in 2023, with GDP forecast to contract by 0.7% in the...
Research Briefing
In this new quarterly Research Briefing series, we answer the top five questions we've recently received from clients.
Research Briefing
Despite sluggish demand growth prospects, advanced economies (AEs) automotives production growth is forecast to accelerate in 2023 as easing supply...
Research Briefing
After a mixed 2022, with post-pandemic recovery driving strong growth in the first half of the year, a recession over...
Research Briefing
The easing in supply chain stress is an encouraging sign for the US inflation outlook, but conditions continue to drag...
Research Briefing
Surging inflation has dampened the outlook for consumer spending, which will contribute to a global recession over the coming months.
Research Briefing
The decline in house prices triggers falls in residential investment. Consumer spending also weakens as credit conditions tighten and worsening...
Research Briefing
Rising interest rates mean the BoE is now making a loss on the gilts it purchased under quantitative easing. With the Treasury committed to making the BoE's...
Research Briefing
We think the outlook for traditional winter sales in the eurozone is subdued this year and any boost won't be...
Consulting Report
Europe enjoyed a strong tourism rebound over the summer months as Covid-19 disruptions abated. However, the region was not exempt...
